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SPDR Nuveen ICE High Yield Municipal Bond ETF

275 hedge funds and large institutions have $1.56B invested in SPDR Nuveen ICE High Yield Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
35
Increased
88
Reduced
111
Closed
32
Calls
$480K
Puts
$580K
Net Calls
-$100K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$220M +$34.7M +1,385,886 +19%
SEI Investments
2
SEI Investments
Pennsylvania
$151M -$11.7M -466,465 -7%
RJA
3
Raymond James & Associates
Florida
$121M +$2.47M +98,874 +2%
Goldman Sachs
4
Goldman Sachs
New York
$120M -$306K -12,236 -0.3%
Bank of America
5
Bank of America
North Carolina
$85.3M -$3.67M -146,783 -4%
Wells Fargo
6
Wells Fargo
California
$80.9M +$27M +1,077,829 +50%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$64.8M +$9.91M +396,191 +18%
UCFA
8
United Capital Financial Advisors
Texas
$64.1M +$3.02M +120,911 +5%
APP
9
Avantax Planning Partners
Iowa
$57.2M -$6.37M -254,580 -10%
LPL Financial
10
LPL Financial
California
$51M +$3.17M +126,829 +7%
PO
11
Private Ocean
California
$36.9M -$12.6M -505,357 -26%
Morgan Stanley
12
Morgan Stanley
New York
$26.9M +$1.48M +59,360 +6%
JPG
13
Jordan Park Group
California
$20.3M -$7.51M -300,218 -27%
PCA
14
Pallas Capital Advisors
Massachusetts
$17.8M +$1.05M +42,176 +6%
1WM
15
1900 Wealth Management
Texas
$16.1M +$3.26M +130,244 +25%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.1M +$1.37M +54,911 +10%
RWP
17
Revolve Wealth Partners
New Jersey
$14.4M +$1.24M +49,605 +9%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$13.3M +$2.38M +95,005 +22%
UBS Group
19
UBS Group
Switzerland
$12.9M +$192K +7,661 +2%
Ameriprise
20
Ameriprise
Minnesota
$12.9M +$754K +30,153 +6%
CI
21
CX Institutional
Indiana
$12.2M -$235K -9,393 -2%
EWM
22
Empirical Wealth Management
Washington
$11.5M +$1.72M +68,897 +18%
WWA
23
WCG Wealth Advisors
Nevada
$11.1M +$7.47M +298,264 +205%
CAAS
24
Capital Asset Advisory Services
Michigan
$11M -$197K -7,888 -2%
PI
25
Parkside Investments
Illinois
$9.58M -$167K -6,675 -2%